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A Project Tasks list in SharePoint is useful for displaying project activities graphically by means of a Gantt chart. You can automate processes associated with project tasks using workflows without the need for code development. Browser-enabled and custom workflows through the workflow designer interface are two no-code methods for creating workflows in SharePoint. Designing workflows for project tasks in SharePoint is as simple as defining parameters such as name and start options and then mapping conditions and actions to process rules.

1. Go the SharePoint site that contains the Project Tasks list. Click on "File" and select "Edit with SharePoint Designer" from the browser's menu.

2. Click on the “New Document” button from the toolbar menu in SharePoint Designer and select “Workflow…”

3. Enter a descriptive name for the workflow in the “Give a name to this workflow:” field. Choose the Project Tasks list in the “What SharePoint list should this workflow be attached to?” field. Select a workflow start option for items in the Project Tasks list and click the “Next” button.

4. Enter a descriptive name for the workflow step in the “Step Name” field. Specify conditions and actions that map to the business rules you are trying to automate.

Things Needed

SharePoint Designer 2007

Tip

Alternatively, you can track items in the Project Tasks list with a "Three-State" workflow. This is a workflow template that is available through the user interface. Activate this workflow by click on the "Settings" menu of the Project Tasks list and selecting "List Settings." Under the "Permission and Management" heading, select "Workflow Settings"..A page will appear that allows you to define your workflow parameters and settings.

About the Author

Janice Uwujaren has been writing professionally since 1996. Her articles have been published on various websites. Her experience includes developing content for proposals, websites, training materials and technical documentation. Uwujaren has a Bachelor of Science in computer information systems from Strayer University.